2024-05-13T16:28:46-05:00 2023-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2022-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2024-05-09 1 JULEE SHERMAN 999009999 1 RYAN HENRY P01749573 5734426171 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 60961965 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 41 40 955 70 158709 0 11199187 7560079 48813128 48053537 2190862 1281883 956409 626237 63159586 57521736 21067699 19302123 0 0 23018444 24398241 0 0 877008 14454682 14119888 58540825 57820252 4618761 -298516 157110392 162211399 10380375 11646405 146730017 150564994 X CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 0 0 19302123 19302123 SCHOLARSHIP PROGRAMS AND STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 7263945 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 20692873 41514339 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 4656237 7006726 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 4656237 7006726 51915178 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 34 0 1 955 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULEE SHERMAN 6602486203 411 CENTRAL SQUARE FAYETTE MO 65248 SHELBY ALEXANDER TRUSTEE 1.00 X 0 0 0 DAVID ATKINS TRUSTEE 1.00 X 0 0 0 BOB ANDERSON TRUSTEE 1.00 X 0 0 0 ROBERT BLANTON TRUSTEE 1.00 X 0 0 0 MARILYN CAUL TRUSTEE 1.00 X 0 0 0 MARK DEMPSEY TRUSTEE 1.00 X 0 0 0 ROBERT COURTNEY TRUSTEE 1.00 X 0 0 0 WEMI DARAMOLA TRUSTEE 1.00 X 0 0 0 DOUG BURTON TRUSTEE 1.00 X 0 0 0 BISHOP FARR TRUSTEE 1.00 X 0 0 0 TED HOUSE TRUSTEE 1.00 X 0 0 0 JULIE PARRISH TRUSTEE 1.00 X 0 0 0 CLAYTON SMITH TRUSTEE 1.00 X 0 0 0 TIM JACKMAN TRUSTEE 1.00 X 0 0 0 JANET JACOBS TRUSTEE 1.00 X 0 0 0 JIM KIMBELL TRUSTEE 1.00 X 0 0 0 RON KNIGGE TRUSTEE 1.00 X 0 0 0 KIRK MEYER TRUSTEE 1.00 X 0 0 0 MIKE MISEROCCHI TRUSTEE 1.00 X 0 0 0 SANDRA NENADAL TRUSTEE 1.00 X 0 0 0 TERRY HENDERSON VICE CHAIRMAN 1.00 X X 0 0 0 NANCY PEACOCK CHAIRMAN 1.00 X X 0 0 0 KELLIE PLATZ TRUSTEE 1.00 X 0 0 0 JACQUE RICHMOND TRUSTEE 1.00 X 0 0 0 NICOLE SCOTT TRUSTEE 1.00 X 0 0 0 SHARON RUBEY TRUSTEE 1.00 X 0 0 0 BRUCE ADDISON TRUSTEE 1.00 X 0 0 0 KATHY VIETH TRUSTEE 1.00 X 0 0 0 FRANK WALLIS TRUSTEE 1.00 X 0 0 0 RANDY WASHBURN TRUSTEE 1.00 X 0 0 0 KEITH YOUNG TRUSTEE 1.00 X 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 40.00 X X 319212 0 43247 LARRY TUCKER SECRETARY 1.00 X X 0 0 0 TERRI SWAN TRUSTEE 1.00 X 0 0 0 JAY SHELTON TRUSTEE 1.00 X 0 0 0 JW ARNOLD TRUSTEE 1.00 X 0 0 0 DEBORAH DODGE TRUSTEE 1.00 X 0 0 0 IVAN JAMES TRUSTEE 1.00 X 0 0 0 PAULA JUST TRUSTEE 1.00 X 0 0 0 TAD PERRY TRUSTEE 1.00 X 0 0 0 ERIC TRELZ TRUSTEE 1.00 X 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 40.00 X 207500 0 23142 CHAD GAINES VICE PRESIDENT/PROVOST 40.00 X 180755 0 20677 RITA GULSTAD VICE PRESIDENT/PROVOST 40.00 X 275886 0 23988 WILLIAM SHEEHAN VICE PRESIDENT/PROVOST 40.00 X 169306 0 21979 JOE PARISI VICE PRESIDENT/PROVOST 40.00 X 201957 0 21468 SALLY HACKMAN ADMINISTRATOR 40.00 X 125616 0 15504 STEPHANIE BRINK ADMINISTRATOR 40.00 X 145678 0 14514 JEFF SHERMAN DIRECTOR OF ATHLETICS 40.00 X 123681 0 15812 JOHN FLANDERS ADMINISTRATOR 40.00 X 117753 0 15708 MARYANN RUSTEMYER ADMINISTRATOR 40.00 X 117648 0 13996 1984992 0 230035 11 0 1 0 LITTLE DIXIE CONSTRUCTION 1431 CINNAMON HILL LANE 209 COLUMBIA MO 65201 CONSTRUCTION 4208067 FRESH IDEAS 3220 VANDIVER DR COLUMBIA MO 65202 FOOD SERVICE 1674657 JENZABAR PO BOX 55018 BOSTON MA 02205 SOFTWARE 316171 APPLE COMPUTER PO BOX 846095 DALLAS TX 75284 INFORMATION TECHNOLOGY 226308 QUESTEC 1390 BOONE IND DRIVE 260 COLUMBIA MO 65202 MECHANICAL 200879 5 2398203 5161876 153922 7560079 TUITION AND FEES 900099 41514339 41514339 RESIDENCE HALLS 900099 3226663 3226663 DINING HALL 900099 3089259 3089259 BOOKSTORE 459210 223276 64567 158709 48053537 1256382 1256382 42700 0 42700 42700 42700 3456416 9314 3440229 0 16187 9314 25501 25501 MISCELLANEOUS 900099 583537 583537 583537 57521736 48521065 158709 1281883 19302123 19302123 1506618 937590 415782 153246 17903199 16196651 1301542 405006 887409 642724 220988 23697 2881301 2589620 201875 89806 1219714 1119982 69738 29994 17044 5840 11204 98252 98252 37553 37553 69516 41599 18702 9215 289485 131186 147482 10817 1099048 893374 154344 51330 1640447 1420194 219405 848 1874285 1474583 318738 80964 102944 102944 2864490 2494080 370410 531840 531840 REPAIRS AND MAINTENANCE 1717205 1303186 414019 FOOD SERVICE 1613117 1583673 28655 789 OTHER EXPENSE 1390901 1110908 278470 1523 DUES AND MEMBERSHIP 613583 486300 109739 17544 160178 78621 79328 2229 57820252 51915178 5028066 877008 37076559 31401625 2864433 3119221 597546 961608 193673 238296 95073137 48763409 43326084 46309728 51048439 60544585 19394953 16291130 2608705 3345206 157110392 162211399 2346688 3507082 3116065 2974224 4540000 4085000 377622 1080099 10380375 11646405 X 90331405 91807300 56398612 58757694 146730017 150564994 157110392 162211399 X -298516 4288001 -154508 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 61176030 1162580 4870049 2800000 64408659 66883504 966970 -4484444 2190000 61176030 51519787 3568710 15493117 1989400 1708710 66883504 51039168 885534 1420085 1788500 36500 51519787 49486262 845819 2347087 1607200 32800 51039168 0.20285 0.55655 0.24060 1 0 105368 1768033 1873401 78492559 40566670 37925889 9420760 8196739 1224021 5286417 5286417 46309728 HEDGE FUNDS 9886221 F PRIVATE EQUITY FUNDS 6404909 F 16291130 ANNUITIES PAYABLE 30760 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 292426 ACCRUED INTEREST PAYABLE 31758 GOVERNMENT ADVANCES 13099 OPERATING LEASE RIGHT OF USE LIABILITY 712056 1080099 43726451 4288001 220492 4508493 39217958 37553 18266225 18303778 57521736 39891474 375000 375000 39516474 37553 18266225 18303778 57820252 PART III, LINE 1A: THE ASHBY HODGE GALLERY OF AMERICAN ART MAINTAINS A COLLECTION OF OIL PAINTINGS, LITHOGRAPHS, DRAWINGS AND ACRYLICS, MAINLY REPRESENTING THE WORK OF AMERICAN REGIONALIST ARTISTS. SPECIAL EXHIBITS ARE SCHEDULED THROUGHOUT THE YEAR. ADJOINING THE GALLERY IS A READING ROOM FEATURING ART CATALOGUES, EXHIBITION BOOKS AND FINE ARTS PERIODICALS. THE GALLERY PROVIDES STUDENTS, EMPLOYEES, AND VISITORS AN EXPOSURE TO A VARIETY OF ART MEDIUMS AND ENHANCES THE LIBERAL ARTS HIGHER EDUCATION EXPERIENCE ON CAMPUS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR SCHOLARSHIPS AND OTHER GENERAL EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST 220,492. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 18,266,225. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE ACCOUNTS 375,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 18,266,225. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN PRINT AND ON THE SCHOOL'S WEBSITE. IT IS ALSO OUTLINED IN THE EMPLOYEE HANDBOOK. SCHEDULE E, PART I, LINE 6 FEDERAL PELL, SEOG AND ACG GRANT FUNDS ARE RECEIVED FROM THE DOE FOR QUALIFIED STUDENTS. X X 0 MCALLISTER & QUINN 1625 EYE STREET NW SUITE 750 WASHINGTON DC 20006 GRANT WRITING 0 0 49611 -49611 49611 -49611 1 FINANCIAL AID 1312 18266225 HIGHER EDUCATION EMERGENCY RELIEF FUND GRANT 689 1035898 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH THE FINANCIAL AID AND ADMISSION OFFICES. ANNUAL REVIEW OF QUALIFICATIONS FOR EACH LEVEL OF SCHOLARSHIPS IS DONE AFTER THE SPRING TERM. SATISFACTORY PROGRESS GUIDELINES FROM THE DEPARTMENT OF EDUCATION ARE FOLLOWED FOR ALL STUDENTS RECEIVING ANY TYPE OF SCHOLARSHIP AID. OUR ADVANCEMENT OFFICE ASSIGNS ENDOWED SCHOLARSHIPS. ENDOWED SCHOLARSHIPS (FUNDED INSTITUTIONAL AID) REPRESENTS LESS THAN 20% OF OUR AWARDED SCHOLARSHIPS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 318821 0 0 0 391 0 22640 0 20607 0 362459 0 0 0 RITA GULSTAD VICE PRESIDENT/PROVOST 275786 0 0 0 100 0 15381 0 8607 0 299874 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 207400 0 0 0 100 0 14535 0 8607 0 230642 0 0 0 JOE PARISI VICE PRESIDENT/PROVOST 201857 0 0 0 100 0 12861 0 8607 0 223425 0 0 0 CHAD GAINES VICE PRESIDENT/PROVOST 180655 0 0 0 100 0 12070 0 8607 0 201432 0 0 0 WILLIAM SHEEHAN VICE PRESIDENT/PROVOST 169206 0 0 0 100 0 13372 0 8607 0 191285 0 0 0 STEPHANIE BRINK ADMINISTRATOR 145578 0 0 0 100 0 5986 0 8528 0 160192 0 0 0 PART I, LINE 1A THE PRESIDENT'S RESIDENCE IS USED FOR BUSINESS PURPOSES AND TO FURTHER THE MISSION OF CENTRAL METHODIST UNIVERSITY. THE PRESIDENT IS REQUIRED TO RESIDE IN THE RESIDENCE AND HOST MANY EVENTS FOR FACULTY, STAFF, ALUMNI, BOARD MEMBERS, AND OTHERS. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF FAYETTE MO 431327288 2016-08-17 7358386 REFUND A PRIOR ISSUE - FUNDING NEW AND OLD CAPITAL PROJECTS 0 0 0 A 3193386 7358386 144000 7214386 2014 0 1 1 1 A 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 A 0 ROGER DRAKE TRUSTEE/PRESIDENT 362459 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 6 72870 APPRAISAL X 4 40600 SELLING PRICE X ATHLETICS EQUIPMENT AND SUPPLIES 6 27931 COST X MUSICAL INSTRUMENTS 1 5700 COST X AMMUNITION 1 5499 COST X MISCELLANEOUS ITEMS 5 1322 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND FINANCE CHAIR REVIEW THE RETURN BEFORE IT IS SUBMITTED. THE RETURN IS THEN MADE AVAILABLE TO THE ENTIRE BOARD ON A SECURE INTERNET PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS ARE DISTRIBUTED TO TRUSTEES AND SENIOR STAFF. THESE ARE REVIEWED BY THE AUDIT COMMITTEE, DISCUSSED AS NEEDED AND REPORTED BACK AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWED COMPARABLE DATA FROM PEER INSTITUTION'S FORM 990'S, SURVEY DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES FOR ALL SENIOR OFFICERS. THE DISCUSSION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 220,492. CUMULATIVE ADJUSTMENT FOR THE ADOPTION OF ASC 606 0. UNCOLLECTIBLE ACCOUNTS -375,000. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.